+636.2%
ADI vs PWR
+1,818.7%
-1,182.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.3% |
| 7D | -6.3% | -11.2% | +4.9% | -1.3% |
| 30D | -3.2% | -17.4% | +14.2% | +5.1% |
| 3M | +2.8% | -11.7% | +14.5% | +7.9% |
| 6M | -5.0% | -21.7% | +16.7% | +4.8% |
| YTD | +46.3% | +38.3% | +8.0% | +22.7% |
| 1Y | +71.6% | +29.6% | +42.1% | +48.1% |
| 3Y | +139.2% | +236.1% | -97.0% | +25.6% |
| 5Y | +136.4% | +406.3% | -269.9% | -2.0% |
| 10Y | +636.2% | +1,796.7% | -1,160.5% | +45.9% |
| All | +636.2% | +1,818.7% | -1,182.5% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling